BFA

Beaumont Financial Advisors Portfolio holdings

AUM $1.5B
1-Year Est. Return 22.16%
This Quarter Est. Return
1 Year Est. Return
+22.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.22B
AUM Growth
+$2.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$22.4M
3
+$21.7M
4
IYY icon
iShares Dow Jones US ETF
IYY
+$18.3M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$18.3M

Top Sells

1
+$36.9M
2
+$27.7M
3
+$27M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$24.7M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$23.1M

Sector Composition

1 Healthcare 4.22%
2 Communication Services 2.84%
3 Industrials 2.38%
4 Technology 2.27%
5 Consumer Staples 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$210K 0.02%
1,762
-800
127
$148K 0.01%
10,034
128
$134K 0.01%
22,036
129
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-26,264
130
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-2,902
132
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135
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-7,852
136
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138
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139
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140
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-1,873
141
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142
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-20,000
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144
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